Apple Inc. $AAPL Shares Acquired by Worth Financial Advisory Group LLC

Worth Financial Advisory Group LLC increased its stake in Apple Inc. (NASDAQ:AAPL) by 4,794.3% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 28,583 shares of the iPhone maker’s stock after buying an additional 27,999 shares during the period. Apple comprises about 3.4% of Worth Financial Advisory Group LLC’s investment portfolio, making the stock its 5th largest position. Worth Financial Advisory Group LLC’s holdings in Apple were worth $8,271,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Lifetime Wealth Management P.C. acquired a new stake in shares of Apple in the 4th quarter valued at about $41,000. ROSS JOHNSON & Associates LLC lifted its position in shares of Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after purchasing an additional 180 shares during the last quarter. LSV Asset Management acquired a new position in Apple in the fourth quarter worth about $65,000. Timmons Wealth Management LLC acquired a new position in Apple in the fourth quarter worth about $69,000. Finally, Inspire Investing LLC bought a new stake in Apple in the fourth quarter valued at about $76,000. 67.73% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Apple

In related news, insider Ben Borders sold 116 shares of Apple stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $295.14, for a total value of $34,236.24. Following the sale, the insider directly owned 38,713 shares in the company, valued at $11,425,754.82. This trade represents a 0.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, SVP Jennifer Newstead sold 1,439 shares of the business’s stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $317.01, for a total transaction of $456,177.39. Following the transaction, the senior vice president directly owned 35,790 shares of the company’s stock, valued at $11,345,787.90. The trade was a 3.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 5,872 shares of company stock worth $1,823,201. Corporate insiders own 0.06% of the company’s stock.

Analyst Ratings Changes

Several analysts have issued reports on the company. Oppenheimer restated a “market perform” rating on shares of Apple in a research note on Friday, July 31st. Moffett Nathanson reiterated a “neutral” rating and issued a $304.00 target price on shares of Apple in a research report on Tuesday. The Goldman Sachs Group initiated coverage on Apple in a report on Monday, August 17th. They issued a “buy” rating for the company. KGI Securities lowered Apple from an “outperform” rating to a “hold” rating and set a $315.00 price target on the stock. in a research report on Monday, June 22nd. Finally, Phillip Securities downgraded shares of Apple from a “hold” rating to a “moderate sell” rating in a report on Monday, August 3rd. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have given a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $331.53.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is expected to introduce its first foldable iPhone, alongside the iPhone 18 Pro and Pro Max. Morgan Stanley estimates the foldable could ship about 6.5 million units in the December quarter and generate approximately $14 billion in revenue, creating a potentially significant new growth category. Apple’s foldable iPhone could add $14 billion
• Positive Sentiment: Bank of America maintained a Buy rating and a $380 price target, anticipating a roughly $2,099 foldable model and higher prices for the iPhone 18 Pro lineup. Premium pricing could support revenue and margins if demand holds. Apple’s Wednesday event and Bank of America’s price target
• Positive Sentiment: Apple’s acquisition of Sonera Magnetics, a company developing non-invasive neural-signal sensors, could strengthen its long-term health, wearable and human-computer-interface ambitions. The deal was completed in May but became public through a European Commission notice. Apple Purchases Neural Signal Sensor Company Sonera
• Neutral Sentiment: The launch is also the first major keynote for new CEO John Ternus. Investors will look for evidence that his leadership can accelerate hardware innovation while addressing Apple’s perceived artificial-intelligence shortcomings. Apple’s New CEO Has a Hardware Event and an AI Problem
• Neutral Sentiment: Historical analysis suggests Apple stock often has a muted or mixed reaction after major iPhone reveals, increasing the risk that strong results are already reflected in the valuation. Berkshire Hathaway’s continued large Apple position provides a supportive long-term signal but is not a near-term catalyst. How Apple stock usually reacts to big iPhone reveal events
• Negative Sentiment: AI data-center demand is diverting premium memory capacity away from smartphone components, potentially raising Apple’s costs and pressuring iPhone margins. AI diverts memory from phones
• Negative Sentiment: Huawei and Xiaomi have launched premium foldables ahead of Apple, raising competitive pressure—particularly in China. Analysts also warn that the stock could experience a “sell-the-news” reaction because expectations and valuation are high. Huawei launches a tri-fold smartphone ahead of Apple

Apple Stock Down 1.2%

Shares of Apple stock opened at $316.22 on Wednesday. The stock has a market capitalization of $4.61 trillion, a price-to-earnings ratio of 36.26, a PEG ratio of 2.77 and a beta of 1.08. Apple Inc. has a twelve month low of $225.95 and a twelve month high of $344.57. The company has a current ratio of 1.00, a quick ratio of 0.93 and a debt-to-equity ratio of 0.66. The business’s 50 day simple moving average is $316.95 and its 200-day simple moving average is $291.35.

Apple (NASDAQ:AAPL) last issued its quarterly earnings data on Thursday, July 30th. The iPhone maker reported $2.02 EPS for the quarter, topping analysts’ consensus estimates of $1.89 by $0.13. Apple had a return on equity of 135.46% and a net margin of 27.62%.The firm had revenue of $109.42 billion during the quarter, compared to the consensus estimate of $109.04 billion. During the same period in the prior year, the business earned $1.57 EPS. The firm’s revenue was up 16.4% on a year-over-year basis. Equities research analysts forecast that Apple Inc. will post 8.74 earnings per share for the current year.

Apple Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, August 13th. Investors of record on Monday, August 10th were issued a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend was Monday, August 10th. Apple’s dividend payout ratio (DPR) is 12.39%.

Apple Company Profile

Apple Inc is a technology company that designs, develops and markets consumer electronics, software and digital services. Its principal products include the iPhone, Mac computers, iPad tablets, Apple Watch, AirPods and other accessories. The company also develops operating systems and applications that support its hardware products.

Apple’s services business includes the App Store, Apple Music, Apple TV, Apple Arcade, Apple Fitness+, Apple News+, Apple Pay and iCloud. These services provide digital content, payments, cloud storage and subscription offerings across the company’s ecosystem of devices.

Founded in 1976, Apple is headquartered in Cupertino, California, and serves consumers, businesses, educational institutions and government customers worldwide.